Trusts & Estates Executive

Clayton Legal; Wyre Forest; On-site; GBP 30,000 - 47,000; Full time

Benefits offered by this job

Healthcare

Pension

Death in service

Wellbeing benefits

35-hour week

22-25 days holiday

Job summary

Clayton Legal is recruiting a Trusts & Estates Executive for an experienced Private Client Paralegal / Fee Earner with solid Trusts experience. You will join a supportive Private Client team and manage UK Trust administration and compliance, interacting with trustees and advisers.

The role requires hands-on Trusts expertise and the ability to work to deadlines. The firm offers a 35-hour week, with generous holiday, healthcare, pension, death in service and wellbeing benefits.

Qualifications

• Hands-on Trusts experience is essential.
• Private Client experience across Trusts, Estates or Tax.
• Able to manage workload and deadlines with good attention to detail.
• Comfortable dealing with clients, trustees and advisers.
• Desire to develop Trusts knowledge further.

Responsibilities

• Administer and ensure compliance of UK Trusts.
• Work with trustees and senior colleagues on cases.
• Handle HMRC reporting and trust-related tax matters.

Skills

Trusts experience

Private Client experience

Workload management

Attention to detail

Client/trustee engagement

Job description

Trusts & Estates Executive

I'm working on a really good opportunity for an experienced Private Client Paralegal / Fee Earner with solid Trusts experience.

This is with a well-established regional firm, recognised in both the Legal 500 and Chambers Guide, and you'd be joining a supportive Private Client team doing some really interesting work.

The big thing here is Trusts experience is essential. This isn't a role where you can learn Trusts from scratch.

You'll be dealing with the administration and compliance of UK Trusts, working with trustees and senior colleagues, dealing with HMRC reporting, statutory deadlines and trust-related tax matters.

What they're looking for:

• Good hands-on Trusts experience - essential
• Private Client experience, ideally across Trusts, Estates or Tax
• Someone confident managing their own workload and deadlines
• Strong attention to detail
• Comfortable dealing with clients, trustees and professional advisers
• Someone who genuinely wants to develop their Trusts knowledge further

This could suit a Private Client Paralegal, Fee Earner, Legal Executive or Trust Administrator who is ready for a move into a more technical role.

You don't need to be a qualified solicitor - Good Trusts experience and the right attitude are much more important.

What's on offer?

A really good Private Client team, quality work, opportunities to develop technically and a firm that genuinely invests in its people.

There's also a 35-hour week, 22-25 days' holiday plus Christmas and Bank Holidays, healthcare, pension, death in service and a range of wellbeing benefits.

If you're already working with Trusts and fancy doing something a little more interesting with that experience, I'd definitely be keen to have a chat.

Contact Leanne Byrne